Customer Service Representative - Elgin

Overview

Assist customers with a wide variety of services including DDA Accounts, CD’s, IRA’s, Savings Accounts, etc. and advise as to how best utilize bank products and services in order to meet personal financial goals and provide the highest quality customer service.

Responsibilities

• Open various new accounts, process necessary information and educate the customers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
• Assist with wide variety of customer services including open/close Certificates of Deposits, maintain Safe Deposit Boxes, assist customers with checkbooks, process credit card/loan applications for customer, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist customers with opening CD’s and educate customers as to penalties, earnings, etc.
• May act as backup to tellers at certain branch locations.
• Set up auto transfers and sign-up customers for ACH transfers and wires.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.

• Other duties as assigned.